NOVO INVESTMENT
Receivables that read like a desk control — not a retail invoice toy
Verified brokers and lean finance teams use the same portal language for allocations, reserves, and tape hygiene. Invoicing sits in that stack: branded requests, governed reminders, and deposits that reconcile into categorization your reviewers can defend under diligence.
Built for collections you can evidence
Whether you are billing sponsor pass-throughs, allocator services, or hybrid desk fees, the objective is the same: fewer spreadsheets between cash in the door and what your ledger shows.
Branded billing & line-item discipline
Matter codes, SKUs, and pass-through narratives that match how sponsors read your statements — not generic PDFs. Templates stay on-brand so allocator-facing packs and internal AR aging tell the same story.
Collections cadence & governance
Reminder sequences, late-fee policy, and role-based visibility so treasury and compliance can evidence who touched what before capital calls or block settlement windows.
Reconciliation & tape handoff
ACH and card deposits roll into categorization and reviewer trails your bookkeeping and Tape analytics views already expect — fewer manual bridges between portal cash and period-close.
What shows up in the portal narrative
Illustrative capabilities on this preview site — align with your product and legal teams before client-facing launch.
- Unlimited invoices with line-item SKUs and engagement tagging for consultancy-style economics
- Single queue for status, partials, and write-offs with export paths lenders and auditors recognize
- Hooks into integrations and webhooks so finance ops can mirror events in your existing OMS or ledger stack
Related product narratives
Pair invoicing with operating rails, categorization, and integrations so AR never floats outside the same control story.
Desk resources tie invoices to broader controls — see Small business resources for capability maps and portal guidance.